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ServiceBC Registry Team working on Legal Entities
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Staff filing for premium payment #3753

Closed sumesh-aot closed 4 years ago

sumesh-aot commented 4 years ago

Background

This ticket is work for entities team

Story

Acceptance Criteria

Scenario 1 - BCOL attached to Premium account

GIVEN I am staff making a filing with a BCOL payment WHEN I enter the BCOL account, DAT number and FOLIO number for a premium account holder THEN after successful payment, the transaction will display in the premium account transaction history and in the report on BC Online

Scenario 2 - BCOL account not attached to a Premium account

GIVEN I am staff making a filing with a BCOL payment WHEN I enter the BCOL account, DAT number and FOLIO number for a BCOL account that is not attached to a premium account THEN after successful payment, the transaction will display in the report on BC Online

Requirement doc

Staff Payment Methods

Deadline

This ticket needs to be complete after the relationships team finishes #4235

Impact if deadline not met

PI planning says that Staff Payment is to be completed by end of sprint 35

Contact people

@lmcclung

Design

Wireframes : https://preview.uxpin.com/2e533cb0cbbeddc2f046b0f0e74c17c67e5d1ed4#/pages/130731988?mode=cvhidm

Visual Design : Tracey & Scott to make design based on Linda's image in the comments

Visual Design for Staff Payment Summary View based on Scott's wireframes -- > https://invis.io/AHYCGGGNBUF

Task breakdown:

Consider making it a common component

  1. UI update for Staff filing for premium payment: 15 i) Send Update Fee Summary Calculator. ii) Updates to the page the component is on. Possible to be a common component?
  2. Backend updates for changing filing (Change or pass thru) 5
  3. Schema Changes for Staff filing for premium payment. 2.5
sumesh-aot commented 4 years ago

@trishreimer @lmcclung Please add in details.

CC: @lmullane @amit4610

lmullane commented 4 years ago

Here's and earlier design created as a starting point: https://preview.uxpin.com/1917b074f509a54026c542d1aa12de2018adc02d#/pages/114078920/simulate/sitemap

trishreimer commented 4 years ago

DAT is a form that we use to debit BCOL accounts. Staff have them in the office - when someone wants to pay us for a manual filing, we take their BCOL account number, list it on the DAT, complete the submitting party's info, state what we're charging. When we process the file, we indicate what the DAT number is When you search fee accounting to see our charges, you can search a DAT and see all fees that were associated on it. It's also carbon copied so a copy can be given to the client - this is rarely requested except by Feds or D+D etc

trishreimer commented 4 years ago

This will need to be confirmed with Amber and Debbie in the business (and Linda and Sienna) but here are my thoughts: • GIVEN I am a staff user • WHEN I am on any filings page, for any entity • THEN I should be given option to enter a BCOL account number and DAT number to charge the filing against BCOL account OR enter a Routing Slip (include last service checkbox) OR select No Fee AND be able to upgrade to a Priority, if required. • THEN payment should automatically be taken once from the BCOL account, if BCOL account was used. • THEN payment will appear in Filing history AND transaction report

If filing is completed by staff and BCOL account is used (not userId), will transaction report display this filing, payment method (i.e., routing, bcol) account number, note that it is filed by staff (and not display their name)? And can a BCOL account have multiple primary user id's assigned to it?

Also, staff may complete a filing and pay by BCOL account for a client that does not have a premium or a basic account setup in the new app.

ghost commented 4 years ago

What's the deadline for this? @lmullane Entities need to check requirements from staff

lmullane commented 4 years ago

@amit461, can they do it next Sprint. I'll forward Amber's email response on the requirements.

ghost commented 4 years ago

Entities can get this done by sprint 32, (from email)

lmcclung commented 4 years ago

@sumesh-aot Based our discussions, you mentioned that staff would be required to enter BCOL UserIDs rather than BCOL account numbers as your payment system only uses the UserIDs to process the payment. Is there a way for staff to only be required to enter the account number rather than the User IDs?

Scenario 1- BCOL attached to Premium account

GIVEN I am staff making a filing with a BCOL payment WHEN I enter the BCOL account, DAT number and FOLIO number for a premium account holder THEN after successful payment, the transaction will display in the premium account transaction history and in the report on BC Online

Scenario 2 - BCOL account not attached to a Premium account

GIVEN I am staff making a filing with a BCOL payment WHEN I enter the BCOL account, DAT number and FOLIO number for a BCOL account that is not attached to a premium account THEN after successful payment, the transaction will display in the report on BC Online

Scenarios discussed at PO Sync May 29/20 - not required until after end of June.

lmcclung commented 4 years ago

Meeting with Staff on Tuesday (immediately before Relationships grooming) to confirm we're capturing their requirements...

Staff filing - BCOL info.PNG

lmcclung commented 4 years ago

@sumesh-aot following my last comment, your team was going to see whether staff could just enter the BCOL account number instead of the User ID. Can you confirm whether this is possible. We'd like to groom this one tomorrow.

lmullane commented 4 years ago

@lmcclung, important to know that we do not have every BCOL account in the new system..only accounts that the client has linked to create a premium account. In this scenario, staff will want to charge to any BCOL account, so will have to finish out how much effort there will be.

sumesh-aot commented 4 years ago

@lmcclung We got response from the BC Online team to use AppliedCharge web service for staff payment where staff user can enter the BC Online Account Number. I will create task for this to update our webservice.

lmullane commented 4 years ago

@sumesh-aot, I believe this is the ticket we are pulling into the present sprint. If so, can you put in the estimate and bring into the Sprint

sumesh-aot commented 4 years ago

@sumesh-aot, I believe this is the ticket we are pulling into the present sprint. If so, can you put in the estimate and bring into the Sprint

@lmullane This ticket is for entities team, I pulled in https://github.com/bcgov/entity/issues/4235 to current sprint.

sienna-oldaccountdontuse commented 4 years ago

Moving this to sprint 36

severinbeauvais commented 4 years ago

@here Staff payment doesn't apply to the Create UI (incorporation application), right?